Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
KBWP vs IAK
Shared holdings
16
KBWP covered by IAK
49.66%
IAK covered by KBWP
49.66%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
KBWP (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| CHUBB LTD | 8.76% | |
| TRAVELERS COS IN | 8.02% | |
| MARSH & MCLENNAN | 7.75% | |
| AON PLC-CLASS A | 7.21% | |
| PROGRESSIVE CORP OHIO | 7.11% | |
| ARCH CAPITAL GRP | 4.06% | |
| AMERICAN INTERNATIONAL GROUP | 4.02% | |
| HARTFORD INSURANCE GROUP INC/THE | 3.91% | |
| ALLSTATE CORPORATION | 3.83% | |
| EVEREST RE GROUP | 3.75% | |
| CINCINNATI FINANCIAL CORP | 3.72% | |
| RENAISSANCERE | 3.72% | |
| WILLIS TOWERS WA | 3.62% | |
| WR BERKLEY CORP | 3.51% | |
| ARTHUR J GALLAGHAR AND CO | 3.51% | |
| BROWN & BROWN | 3.40% | |
| Invesco Private Prime Fund | 3.34% | |
| ASSURANT INC | 3.06% | |
| AMERICAN FINL GROUP INC OHIO | 2.96% | |
| AXIS CAPITAL | 2.17% | |
| HANOVER INSURANCE GROUP INC | 1.71% | |
| RLI CORP | 1.53% | |
| SELECTIVE INSURANCE GROUP INC | 1.35% | |
| RYAN SPECIALTY HOLDINGS INC | 1.35% | |
| MERCURY GENERAL CORP | 1.34% | |
| Invesco Private Government Fund | 1.29% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.00% |
IAK (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CHUBB LTD | 13.60% | |
| PROGRESSIVE CORP OHIO | 13.33% | |
| TRAVELERS COS IN | 7.24% | |
| ALLSTATE CORPORATION | 6.19% | |
| METLIFE INC | 4.53% | |
| AFLAC INC | 4.49% | |
| HARTFORD INSURANCE GROUP INC/THE | 4.49% | |
| AMERICAN INTERNATIONAL GROUP | 4.32% | |
| ARCH CAPITAL GRP | 4.08% | |
| PRUDENTL FINL | 4.05% | |
| CINCINNATI FINANCIAL CORP | 2.92% | |
| MARKEL GROUP INC | 2.87% | |
| WR BERKLEY CORP | 2.35% | |
| LOEWS CORP | 2.15% | |
| PRINCIPAL FINL GROUP INC | 2.12% | |
| FIDELITY NATIONAL FINL INC | 1.41% | |
| UNUM GROUP | 1.32% | |
| GLOBE LIFE INC | 1.32% | |
| ASSURANT INC | 1.30% | |
| OLD REPUBLIC INTL CORP | 1.08% | |
| AMERICAN FINL GROUP INC OHIO | 1.05% | |
| PRIMERICA INC | 0.95% | |
| AXIS CAPITAL | 0.94% | |
| KINSALE CAPITAL GROUP INC | 0.90% | |
| ERIE INDEMNITY CO CL A | 0.76% | |
| FIRST AMERICAN FINANCIAL CORP | 0.73% | |
| HANOVER INSURANCE GROUP INC | 0.73% | |
| LINCOLN NATL CRP | 0.72% | |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.64% | |
| WHITE MOUNTAINS | 0.64% | |
| RLI CORP | 0.62% | |
| SELECTIVE INSURANCE GROUP INC | 0.54% | |
| LEMONADE INC | 0.47% | |
| CNO FINANCIAL GROUP INC | 0.46% | |
| ASSURED GUARANTY | 0.42% | |
| BRIGHTHOUSE FINANCIAL INC | 0.41% | |
| GENWORTH FINANCIAL INC A | 0.39% | |
| PALOMAR HOLDINGS | 0.38% | |
| OSCAR HEALTH INC - CLASS A | 0.30% | |
| MERCURY GENERAL CORP | 0.28% | |
| STEWART INFO SVC | 0.22% | |
| KEMPER CORP | 0.21% | |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 0.21% | |
| HORACE MANN EDUCATORS CORP | 0.21% | |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.20% | |
| HCI GROUP INC | 0.20% | |
| PROASSURANCE CORPORATION | 0.15% | |
| SAFETY INSURANCE GROUP INC | 0.13% | |
| C N A FINANCIAL CORP | 0.12% | |
| F&G ANNUITIES | 0.11% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.